With data centers being built like crazy and the need for more energy, what stocks are you investing in to ride the wave?

VRT is a big player in the area you're contemplating, but probably too late to jump on that train. That actually goes for many manufacturers in the entire data center build space.

Check out:

AMPX
FCEL

Full Disclosure: I dont own either, but have been monitoring battery and data center stocks and ETFs as well.

I am very bullish on this play and market right now and have a couple of long term companies I am placing bets on (Oklo, BWXT, and even have some stocks around the associated mining to accompany those plays).

Motley Fool just advertised about a Power Wave portfolio, of course behind a subscription. Im bullish on energy is the future - there is no continued AI play without that.

Curious what's the boards opinion of Motley Fool and experience with following their guidance?

Im relatively new to investing (by that I mean - actually paying attention. I have for the last 15 years since graduation saved well, and maxed out 401K and did well with an Edward Jones advisor and did whatever he said). Just now getting into this myself, and doing some investing on my own.

If you want to play in the battery side of the AI market, I'd recommend those who do the on-going maintenance, becasuse even if AI building stops, those already built will need to be maintaind, repaired, replaced, etc. Quanta Services is a contractor, but they also do a lot of electrical maintenance, but their stock has already been bid up and is +100 PE right now. Shermco is one of the biggest players in the country in this space, but they are private and just got bought by Blackstone.

I'm involuntarily a long term OKLO investor.

I've got some $GWH, which is up 34% today.

Pilbara Minerals